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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,520 |
MOSKAL GROSS ORCHOSKY2+ years Filed as: MOSKAL GROSS ORCHOSKY INC. Service code 15 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Recordkeeping | $33,315 |
MGO INVESTMENT ADVISORS2+ years Service code 26 24400 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Advisory (Participants) | $16,187 |
MOSKAL GROSS ORCHOSKY2+ years Filed as: MOSKAL GROSS ORCHOSKY INC Service code 15 | Recordkeeping | $9,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,348 | $92,488-84.5% | $69,779-79.4% | $65,292-78.0% |
| Participation rate | 8.1% | 81.7%-73.6pp | 71.8%-63.7pp | 72.4%-64.3pp |
| Annual return | 10.70% | 20.13%-9.4pp | 12.99%-2.3pp | 11.84%-1.1pp |
| Employer contribution / active EE | $37 | $3,198-98.8% | $2,338-98.4% | $2,302-98.4% |
| Participant deferral / active EE | $167 | $4,112-95.9% | $2,931-94.3% | $3,579-95.3% |
| Admin fee / account holder | $57 | $58-1.9% | $4,381-98.7% | $570% |